See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $11,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,407 | $31,741-10.5% | $56,411-49.6% | $199,593-85.8% |
| Participation rate | 1.7% | 32.3%-30.6pp | 52.5%-50.8pp | 72.0%-70.3pp |
| Annual return | 13.77% | 14.72%-0.9pp | 1701.33%-1687.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,039-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $48 | $1,184-96.0% | $1,952-97.6% | $5,087-99.1% |
| Admin fee / account holder | $27 | $426-93.6% | $2,829-99.0% | $269-89.8% |